Task Management is the ability to create reminders for tasks.
There are many instances when a team member needs to complete a task in the future. Staff may create task reminders to complete or update quotes, send ID cards, complete an onboarding process, check in prior to renewals, etc. These tasks may not always be completed by the team member who made the sale, as there are different departments in many insurance agencies.
A single task can be created for a specific household from the Navigation Sidebar in MVP.
OR
From the Tasks section on a member's details page
In the Tasks menu you will see both Active and Completed.
- Active: All tasks that have not been completed, sorted by date. This is where you will find any tasks that are due today and all upcoming tasks.
- Completed: Tasks you have marked as completed
Create a New Task
Click the Add Task button
Choose from a previously created task template, or type in the Title, Description, Due Date, and Assignee.
If you would like to associate this task with a specific household member, you can check the box, then search for the specific household this task should be completed for.
Click Add Task at the bottom right
You will now see this task under Active on the Tasks screen!
If a task has been assigned to you, you will receive a notification at the bottom right of your screen. To turn off these notifications, click your name at the bottom right and go to My Account page.
From the Notifications tab, check the box to turn off notifications for newly assigned tasks.
Note: If you need to see tasks assigned to other staff members, you will need to choose the staff member from the Task Assignee drop down to view their active tasks.
Active Task Options
To make changes to an active task, you can choose to either mark it as Complete, Edit the task, or Delete the task.
Completed Task Options
To make changes to a completed task, you can choose to either mark it as Reopen, Edit the task, or Delete the task.
Tasks in Workflows
You can add a task action to a Workflow.
Give your task a title and description. Then decide who the task should be assigned to every time this workflow gets assigned (the owner of the household or a specific staff member), and select the time unit for when you want this task to be assigned.
When it is time for the task to be completed, the task will appear at the designated time for whomever the task is assigned to. The next action will continue at its designated time whether the task has been marked as completed or not.